Security National Trust’s Weatherford International plc WFT Stock Holding History

Security National Trust’s Portfolio WFT Stock Details WFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-400	Closed	-$3K	–	429
2017 Q1	$3K	Sell	400 -700	-64%	-$4.1K	﹤0.01%	409
2016 Q4	$5K	Hold	1,100	–	–	﹤0.01%	404
2016 Q3	$6K	Hold	1,100	–	–	﹤0.01%	414
2016 Q2	$6K	Hold	1,100	–	–	﹤0.01%	411
2016 Q1	$8K	Hold	1,100	–	–	﹤0.01%	389
2015 Q4	$9K	Hold	1,100	–	–	﹤0.01%	383
2015 Q3	$9K	Hold	1,100	–	–	﹤0.01%	387
2015 Q2	$14K	Hold	1,100	–	–	0.01%	368
2015 Q1	$14K	Hold	1,100	–	–	0.01%	381
2014 Q4	$13K	Hold	1,100	–	–	﹤0.01%	393
2014 Q3	$23K	Buy	+1,100	New	+$24.7K	0.01%	336
2014 Q2	–	Sell	-3,500	Closed	-$61K	–	545
2014 Q1	$61K	Sell	3,500 -400	-10%	-$6.13K	0.02%	262
2013 Q4	$60K	Sell	3,900 -800	-17%	-$12.7K	0.02%	260
2013 Q3	$72K	Hold	4,700	–	–	0.03%	234
2013 Q2	$64K	Buy	+4,700	New	+$62.3K	0.03%	242

Other funds holding WFT

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Security National Trust's WFT Position: Q2 2017 in Review

Security National Trust sold out of Weatherford International plc (WFT) in Q2 2017, closing a stake of 400 shares — an estimated $3K sold.

Security National Trust first reported a position in WFT in Q2 2013 and held it in 15 quarters. The position peaked at $72K in Q3 2013. 356 funds tracked by Wall St. Rank hold WFT as of Q2 2017.

Security National Trust reported no remaining Weatherford International plc position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 400 Weatherford International plc shares in Q2 2017, an estimated $3K.
Security National Trust first reported a position in Weatherford International plc in Q2 2013 and held it in 15 quarters.
Security National Trust's Weatherford International plc position peaked at $72K in Q3 2013.
356 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.